Fee-OnlyFinder

Advisers in Metairie, LA

17 advisers in Metairie — 17 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (14)Hourly fees (13)Flat / fixed fees (14)Retirement plan consulting (9)

All advisers

A-V Capital Management, LLCOne Galleria Blvd, Suite 1900 · Metairie, LA 70001 · (504) 831-3537 · Flat / fixed feesCRD 142599 · % of assets, Fixed fees, Other · $59.5 million AUMState registeredNo commissions reportedAdg Wealth Management Group, LLC433 Metairie Road, Suite 500 · Metairie, LA 70005 · (504) 267-9880 · Financial planningCRD 132341 · % of assets, Hourly charges, Fixed fees · $336.3 million AUMSEC registeredNo commissions reportedColomb Investment Management Company, LLC3636 South Interstate 10 Service Road, Suite 214 · Metairie, LA 70001 · (504) 520-8050 · Financial planningCRD 140088 · % of assets, Hourly charges, Fixed fees · $4.7 million AUMSEC registeredNo commissions reportedCrescent City Retirement Group3500 North Causeway Blvd, Suite 1442 · Metairie, LA 70002 · (504) 828-2171 · Financial planningCRD 146666 · % of assets, Hourly charges, Fixed fees · $130.9 million AUMSEC registeredNo commissions reportedCrescent Sterling LTD.4415 Shores Drive, Suite 250 · Metairie, LA 70006 · (504) 885-1135 · Financial planningCRD 106633 · % of assets, Hourly charges, Fixed fees · $210.2 million AUMSEC registeredNo commissions reportedDelta Financial Advisors, L.L.C.111 Veterans Memorial Blvd., Suite 1555 · Metairie, LA 70005 · (504) 522-9019 · Financial planningCRD 122092 · % of assets, Hourly charges · $592.3 million AUMSEC registeredNo commissions reportedFpl Capital Management, LLC3525 North Causeway Boulevard, Suite 633 · Metairie, LA 70002 · (504) 828-1969 · Financial planningCRD 117499 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedGuilbault Capital3850 N Causeway Blvd., Suite 121 · Metairie, LA 70002 · (504) 612-9250 · Financial planningCRD 331160 · % of assets, Hourly charges, Fixed fees · $303.8 million AUMSEC registeredNo commissions reportedHedged Private Wealth1 Galleria Blvd, Suite 710c · Metairie, LA 70001 · (504) 339-5547 · Financial planningCRD 297031 · % of assets, Fixed fees, Performance-based fees · $4.2 million AUMState registeredNo commissions reportedLegacy Investment Strategies, LLC3445 N Causeway Blvd, Suite 905 · Metairie, LA 70002 · (504) 361-7788 · Financial planningCRD 117423 · % of assets, Hourly charges, Fixed fees · $111.4 million AUMState registeredNo commissions reported
Planning Associates Wealth Management, LLC3501 North Causeway Boulevard, Suite 104 · Metairie, LA 70002 · (504) 291-1525 · Financial planningCRD 305339 · % of assets, Hourly charges, Fixed fees · $72.3 million AUMState registeredNo commissions reportedPoydras Capital Partners433 Metairie Road, Suite 220 · Metairie, LA 70005 · (504) 508-8900 · Hourly feesCRD 284745 · % of assets, Hourly charges · $26.7 million AUMState registeredNo commissions reportedRegatta Research & Money Management L.L.C.6620 Riverside Drive, Suite 207 · Metairie, LA 70003 · (504) 831-4636 · Financial planningCRD 113181 · % of assets · $211.5 million AUMSEC registeredNo commissions reportedSchayot Financial LLC3838 N Causeway Blvd Suite 3020 · Metairie, LA 70002 · (504) 830-7550 · Financial planningCRD 337315 · % of assets, Hourly charges, Fixed fees · $72.8 million AUMState registeredNo commissions reportedSecond Line Capital, LLC2800 Veterans Memorial Blvd., Suite 220 · Metairie, LA 70002 · (504) 321-0923 · Financial planningCRD 324386 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedTerrell Financial Group3045 Ridgelake Drive, Suite 301 · Metairie, LA 70002 · (504) 838-0411 · Financial planningCRD 148425 · % of assets, Hourly charges, Fixed fees · $22.7 million AUMState registeredNo commissions reportedWealthharbor Capital Group, LLC433 Metairie Rd, Suite 500 · Metairie, LA 70005 · (504) 482-1962 · Flat / fixed feesCRD 118614 · % of assets, Fixed fees · $334.7 million AUMSEC registeredNo commissions reported
Talking to advisers in Metairie? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.